About

Jonathan Strauss, CFA is an investment strategist with more than 30 years of experience in analyzing the economy and financial markets.  His focus has been on managing assets for high net worth clients.

Jon holds a B.A. in economics from Yale University and an M.B.A. from New York University.  He started his career in New York working directly for the chief investment strategist of Credit Suisse.

After that, he served for 16 years as senior market strategist for a registered investment advisor in Cincinnati, Ohio which managed assets of $2 billion for high net worth clients in the Midwest, using a growth stock investment approach with a global macro overview. 

In this role, he analyzed the economy and the markets with professional resources such as Ned Davis Research and the William O’Neil database, and authored the firm’s monthly investment review letters.

He then spent time as an independent stock trader, building his knowledge of technical analysis and trading strategies.  While working as a trader, he was sidelined by major medical problems for several years — these issues are now fully resolved. 

Most recently he has been working for an ultra-high net worth family office, as a consultant on investment strategy.  He writes a detailed weekly report analyzing market developments, and holds a weekly conference call to discuss market strategy. 

If anyone is interested in seeing these weekly investment reports, please contact Jon Strauss (contact information shown below) and he can add you to his e-mail list for a month or two at no charge.

In recent years he has also been studying stock market behavior in detail and developing a comprehensive research process for investment strategy.  To summarize this research, he has written a series of white papers, showing numerous examples of market analysis.  These reports include: 

• “Making Investment Decisions by Analyzing the Mosaic of Market Activity”
• “Outperforming Equity Market Benchmarks with Sector Rotation”
• “Statistical Methods vs. Technical Analysis in Equity Market Strategy”
• “A Comprehensive Approach to Equity Market Analysis”

Parts of these reports are shown on this website, under the heading “Excerpts from White Papers” at the top of this blog.

Note:  Another brief 3-page report in a PDF file provides a concise illustration of how this approach can add value.  To see this file, please click on this link:    PDF file